401(k) Plans

19,321 topics in this forum

1. Fired, how long before received 401k?

   By Guest thestudent, November 20, 2004
   • 3 replies
   • 1.3k views
   • 
   • RCK
   • November 22, 2004

2. First 5500 for 3-year old Solo 401(k). Beginning assets to report?

   By 401king, January 20, 2021
   • 1 reply
   • 454 views
   • 
   • Lou S.
   • January 20, 2021

3. First Calendar Year for purposes of RMD

   By jevd, February 23, 2018   

   • rmd
   • 5 replies
   • 1.2k views
   • 
   • card
   • February 27, 2018

4. First Contribution to 401(K) Plan

   By Guest Mike Schwing, April 11, 2008
   • 18 replies
   • 14k views
   • 
   • Mr Bagwell
   • October 27, 2017

5. First Deferral

   By pam@bbm, July 7, 2016
   • 4 replies
   • 1.2k views
   • 
   • Tom Poje
   • July 8, 2016

6. First Match ACP testing requirements

   By Stevo-PDX, November 17, 2005
   • 5 replies
   • 1.6k views
   • 
   • MWeddell
   • November 18, 2005

7. First pay-DATE after Plan Entry

   By austin3515, October 1, 2016
   • 2 replies
   • 943 views
   • 
   • austin3515
   • October 2, 2016

8. First plan year - ADP testing compensation

   By shERPA, August 3, 2015
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • August 3, 2015

9. FIRST PLAN YEAR IS SHORT.

   By Lori H, February 28, 2007
   • 1 reply
   • 993 views
   • 
   • WDIK
   • February 28, 2007

10. First Plan year: 401(k)(3)(E) and then switch to current year

    By k man, November 19, 2003
    • 0 replies
    • 1.2k views
    • 
    • k man
    • November 19, 2003

11. First RMD due

    By ratherbereading, December 7, 2022   

    • rmd
    • 4 replies
    • 497 views
    • 
    • Luke Bailey
    • December 15, 2022

12. First RMD for 4/2003 retiree, age 77; does 2004 distribution include 2003 income?

    By Guest Powers, December 19, 2003
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • December 19, 2003

13. first Roth Distribution

    By Jim Chad, February 23, 2009
    • 1 reply
    • 850 views
    • 
    • J Simmons
    • February 28, 2009

14. First time 5500 ez for a 15 year old account

    By Raj, February 12, 2018
    • 3 replies
    • 589 views
    • 
    • Tom Poje
    • February 12, 2018

15. First Time Homebuyer age 37

    By Pammie57, February 26, 2024
    • 3 replies
    • 638 views
    • 
    • 401king
    • February 27, 2024

16. First Universal Health Insurance-Now Universal 401ks

    By goldtpa, January 21, 2010
    • 3 replies
    • 988 views
    • 
    • K2retire
    • January 27, 2010

17. First Year 401(k)

    By Guest elang, February 28, 2012
    • 2 replies
    • 1k views
    • 
    • MWeddell
    • March 1, 2012

18. First year 401k plan

    By Guest scott34, August 13, 2008
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • August 13, 2008

19. First Year Audit of a Plan

    By J Krimmel, August 10, 2017
    • 4 replies
    • 4.3k views
    • 
    • bzorc
    • August 11, 2017

20. First year comp for ADP testing

    By dmb, November 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • dmb
    • November 11, 2003

21. First year of company and HCE determination

    By Guest smhjr, November 22, 2004
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 22, 2004

22. First Year of Roth

    By Brenda Wren, December 10, 2024
    • 2 replies
    • 1.1k views
    • 
    • Artie M
    • December 11, 2024

23. First year of the plan with HCEs limited due to lack of SH

    By Jakyasar, December 20, 2024
    • 4 replies
    • 523 views
    • 
    • Jakyasar
    • December 20, 2024

24. First year profit share and W-2 box 13

    By masteff, September 27, 2007
    • 11 replies
    • 8.6k views
    • 
    • Appleby
    • October 2, 2007

25. first year safe harbor

    By wsp, November 6, 2006
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • November 7, 2006

26. First Year Safe Harbor 401(k)

    By Guest KB, September 14, 2001
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • September 17, 2001

27. First year safe harbor 401(k) - less than 12 months

    By Santo Gold, May 12, 2006
    • 4 replies
    • 2.1k views
    • 
    • BG5150
    • May 23, 2006

28. First Year Safe Harbor 401(k) Plan

    By Guest barrydorfman, August 1, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 2, 2000

29. first year testing

    By Earl, October 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • October 17, 2003

30. First year Top Heavy and catch-up

    By NW529, December 15, 2020
    • 0 replies
    • 360 views
    • 
    • NW529
    • December 15, 2020

31. First Year Top-Heavy Question

    By effingeh, September 7, 2023   

    • top heavy
    • top-heavy
    • (and 4 more)

      Tagged with:

      • top heavy
      • top-heavy
      • top heavy test
      • top heavy issue
      • plan disqualification
      • first plan year
    • 5 replies
    • 1.5k views
    • 
    • msmith
    • September 8, 2023

32. First yr of Plan

    By Guest JDK, February 10, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 12, 2007

33. FIS Document users - flexible discretionary vs. rigid discretionary

    By Belgarath, July 8, 2021
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • July 12, 2021

34. fiscal cliff legislation and roth 401k

    By tertue, January 4, 2013
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • January 4, 2013

35. Fiscal plan deferral limit

    By Jakyasar, August 25, 2022
    • 3 replies
    • 841 views
    • 
    • Jakyasar
    • August 28, 2022

36. Fiscal Year

    By 30Rock, January 14, 2011
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • January 14, 2011

37. Fiscal Year - For partnership

    By MGOAdmin, May 24, 2018   

    • fiscal year
    • limitation year
    • (and 1 more)

      Tagged with:

      • fiscal year
      • limitation year
      • partnership income
    • 1 reply
    • 530 views
    • 
    • Madison71
    • May 24, 2018

38. Fiscal year / catch-up / ADP test

    By Guest JPIngold, November 10, 2009
    • 1 reply
    • 2k views
    • 
    • Kevin C
    • November 12, 2009

39. Fiscal Year 401k / Deferral Limits

    By cheersmate, May 6, 2015   

    • fiscal year
    • maximum limits
    • 2 replies
    • 3.6k views
    • 
    • cheersmate
    • May 6, 2015

40. Fiscal year 401K for LLC

    By Guest TOM HANCOCK, October 28, 2004
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • October 28, 2004

41. fiscal year and catchup

    By hileman, November 14, 2019
    • 5 replies
    • 1.3k views
    • 
    • Lou S.
    • November 15, 2019

42. Fiscal Year Catch Up

    By RobN, May 11, 2011
    • 4 replies
    • 983 views
    • 
    • Kevin C
    • May 11, 2011

43. Fiscal Year Catch-Up

    By Kevin C, March 22, 2011
    • 13 replies
    • 3.3k views
    • 
    • Lou S.
    • March 30, 2011

44. Fiscal Year contribution funding for Calendar Year Plan

    By BLM, August 1, 2017
    • 0 replies
    • 470 views
    • 
    • BLM
    • August 1, 2017

45. Fiscal Year Deferral Limit vs calender year limit

    By Cathy from Chicago, September 2, 2010
    • 4 replies
    • 3.6k views
    • 
    • Tom Poje
    • September 30, 2010

46. Fiscal Year Failed ADP and Catch Up

    By Vlad401k, June 13, 2018
    • 3 replies
    • 778 views
    • 
    • Larry Starr
    • June 14, 2018

47. Fiscal year plan (1/31/24) overcontributes before end of plan year.

    By Fibonacci, December 24, 2024
    • 0 replies
    • 367 views
    • 
    • Fibonacci
    • December 24, 2024

48. Fiscal year plan with ADP refund and FIFO calculation?

    By Guest oxdougw, August 12, 2004
    • 2 replies
    • 1.6k views
    • 
    • Earl
    • August 13, 2004

49. fiscal year, 415 and catch-up

    By Golgi, March 24, 2010
    • 8 replies
    • 2.8k views
    • 
    • Kevin C
    • March 26, 2010

50. Five year forward averaging

    By Guest turbodiesel39, March 25, 2002
    • 1 reply
    • 3.2k views
    • 
    • david rigby
    • March 25, 2002